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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,162 | $93,346+12.7% | $71,796+46.5% | $273,972-61.6% |
| Participation rate | 45.5% | 76.5%-31.1pp | 69.1%-23.7pp | 83.0%-37.6pp |
| Annual return | 8.14% | 130.39%-122.3pp | 78.04%-69.9pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,189 | $2,733-56.5% | $1,924-38.2% | $4,869-75.6% |
| Participant deferral / active EE | $6,909 | $3,475+98.8% | $2,794+147.2% | $5,287+30.7% |
| Admin fee / account holder | $2,348 | $6,571-64.3% | $4,815-51.2% | $10,133-76.8% |